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Heritage Wealth Management (Arizona)’s Direxion Daily 20+ Year Treasury Bear 3X ETF TMV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio TMV Stock Details TMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$40.9K Buy
1,200
+600
+100% +$20.6K 0.01% 532
2022
Q3 		$20K Hold
600
– – 0.01% 533
2022
Q2 		$15.2K Buy
+600
New +$14.8K 0.01% 590

Other funds holding TMV

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
II
Ibex Investors Denver, Colorado $152M AUM 19.17% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TMV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) stake by 100% in Q4 2022, buying an estimated $20.6K and bringing the position to 1,200 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #532.

Heritage Wealth Management (Arizona) first reported a position in TMV in Q2 2022 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold TMV as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,200 shares of Direxion Daily 20+ Year Treasury Bear 3X ETF worth $40.9K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 600 Direxion Daily 20+ Year Treasury Bear 3X ETF shares in Q4 2022, an estimated $20.6K.
  • Direxion Daily 20+ Year Treasury Bear 3X ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #532 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Direxion Daily 20+ Year Treasury Bear 3X ETF in Q2 2022 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bear 3X ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.